What we do

Financial planning is more than just an investment strategy. Sound planning principles involve the big picture: managing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.

Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.

Tax planning is not just something that takes place in April. Every day you engage in financial transactions that are taxable. Some taxes cannot be avoided but others can be reduced or eliminated altogether with careful planning. Find out what tax planning looks like for you.

Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.

Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor can help you identify risks you may have missed. Find out how an insurance analysis can help you get the right coverage and avoid expensive premiums.